UPCOMING EVENTS
“From educational dinner seminars to a cup of coffee and a second opinion, my goal is simple…to serve.
Education is an important part of all of our client relationships. We believe that the more relevant information you have access to about your finances, the more empowered you will feel to make the best decisions for you and your family. We want to help you understand how changes in the financial environment affect your goals. In addition to ongoing interactions, we offer complementary workshops, seminars, and newsletters.
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EVENT TOPICS INCLUDE:
Retirement Planning
Social Security
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Holistic Financial Planning
Leaving a Legacy
Let us know if you or someone you know might be interested in learning more about a topic you see on our website. We’d be happy to schedule some time to share our knowledge and experience.
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RECENT ARTICLES
Market Commentary | March 30th, 2026
Weekly Market CommentaryMarch 30th, 2026Week in Review It was a short and relatively light week for economic data, but the releases still provided a useful snapshot of the economy. The main focus was the March flash Purchasing Managers’ Index (PMI) data, where S&P...
Market Commentary | March 23rd, 2026
Weekly Market CommentaryMarch 23rd, 2026Iran War Update The U.S./Israel conflict with Iran has continued to cause significant volatility within markets, and given this, we felt it was important to provide an additional update. Given the importance of the Middle East...
Market Commentary | March 16th, 2026
Weekly Market Commentary March 16th, 2026 Week in Review Last week delivered a concentrated set of U.S. economic data that helped refine expectations around growth, inflation, and the Federal Reserve’s policy path. While housing data showed tentative improvement,...
FOLLOW US
RECENT ARTICLES
Market Commentary | March 30th, 2026
Weekly Market CommentaryMarch 30th, 2026Week in Review It was a short and relatively light week for economic data, but the releases still provided a useful snapshot of the economy. The main focus was the March flash Purchasing Managers’ Index (PMI) data, where S&P...
Market Commentary | March 23rd, 2026
Weekly Market CommentaryMarch 23rd, 2026Iran War Update The U.S./Israel conflict with Iran has continued to cause significant volatility within markets, and given this, we felt it was important to provide an additional update. Given the importance of the Middle East...
Market Commentary | March 16th, 2026
Weekly Market Commentary March 16th, 2026 Week in Review Last week delivered a concentrated set of U.S. economic data that helped refine expectations around growth, inflation, and the Federal Reserve’s policy path. While housing data showed tentative improvement,...